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Building 2CASTLE PEAK CAPITAL ADVISORS, LLC

Map pinMINNEAPOLIS, MN
Phone612-376-1585
NotebookSEC #801-74262
Total AUM
$79.1M
Employees
12
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 SOUTH 6TH STREET
SUITE 2100
MINNEAPOLIS
MN 55402-1531
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
612-376-1585

ReceiptFinancials

Total AUM
$79.1M
Accounts
4
Discretionary
$79.1M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$74.7M
Other Clients
1
AUM
$4.4M
Description of Other Clients
PROPRIETARY TRUST ACCOUNT

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR PROPRIETARY TRUST
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MN

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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